Winslow Capital Management, LLC Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$18.7B
Holdings
60
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 7,448,637 | $1.9T | 10209.79% | |
| 2 | MAMastercard Inc | 2,136,278 | $674.0B | 3596.86% | |
| 3 | VVisa Inc | 3,156,165 | $621.4B | 3316.48% | |
| 4 | GOOGLAlphabet Inc Cl A | 284,459 | $619.9B | 3308.43% | |
| 5 | UNHUnitedhealth Group Inc | 1,192,054 | $612.3B | 3267.69% | |
| 6 | AMZNAmazon Com Inc | 5,502,593 | $584.4B | 3119.08% | |
| 7 | GOOGAlphabet Inc Cl C | 263,411 | $576.2B | 3075.15% | |
| 8 | DLTRDollar Tree Inc | 3,527,719 | $549.8B | 2934.24% | |
| 9 | UNPUnion Pacific Corp | 2,491,503 | $531.4B | 2835.99% | |
| 10 | ZTSZoetis Inc | 3,044,027 | $523.2B | 2792.50% | |
| 11 | CMGChipotle Mexican Grill | 393,185 | $514.0B | 2743.17% | |
| 12 | COSTCostco Wholesale Corp | 1,063,529 | $509.7B | 2720.41% | |
| 13 | INTUIntuit | 1,172,834 | $452.1B | 2412.62% | |
| 14 | ASMLASML Holding NV NY Registry | 934,047 | $444.5B | 2372.25% | |
| 15 | NKENike Inc | 4,097,863 | $418.8B | 2235.13% | |
| 16 | LINLinde PLC | 1,392,755 | $400.5B | 2137.24% | |
| 17 | NOWServicenow Inc | 824,843 | $392.2B | 2093.32% | |
| 18 | ACNAccenture Plc Ireland | 1,398,827 | $388.4B | 2072.79% | |
| 19 | ISRGIntuitive Surgical Inc | 1,919,265 | $385.2B | 2055.88% | |
| 20 | TSLATesla Inc | 560,316 | $377.3B | 2013.79% | |
| 21 | NVDANvidia Corp | 2,349,393 | $356.1B | 1900.73% | |
| 22 | PANWPalo Alto Networks Inc | 719,588 | $355.4B | 1896.93% | |
| 23 | IQVIqvia Holdings Inc | 1,636,929 | $355.2B | 1895.68% | |
| 24 | LULULululemon Athletica Inc | 1,268,446 | $345.8B | 1845.47% | |
| 25 | ELEstee Lauder Companies | 1,342,883 | $342.0B | 1825.20% | |
| 26 | AG8Agilent Technologies Inc | 2,849,616 | $338.4B | 1806.29% | |
| 27 | HLTHilton Worldwide Holding | 3,018,400 | $336.4B | 1795.20% | |
| 28 | MCDMcDonald's Corp | 1,301,698 | $321.4B | 1715.11% | |
| 29 | ADIAnalog Devices Inc | 2,188,182 | $319.7B | 1706.07% | |
| 30 | ABMDEURAbiomed Inc | 1,277,593 | $316.2B | 1687.64% | |
| 31 | VEEVVeeva Systems Inc Cl A | 1,585,783 | $314.0B | 1676.07% | |
| 32 | DEDeere & Co | 1,047,613 | $313.7B | 1674.36% | |
| 33 | ITGartner Inc | 1,236,154 | $298.9B | 1595.43% | |
| 34 | AMDAdvanced Micro Devices | 3,846,929 | $294.2B | 1570.00% | |
| 35 | SBUXStarbucks Corp | 3,833,542 | $292.8B | 1562.90% | |
| 36 | TECHBio Techne Corp | 775,099 | $268.7B | 1433.94% | |
| 37 | MSCIMsci Inc | 591,073 | $243.6B | 1300.14% | |
| 38 | CSGPCostar Group Inc | 3,969,221 | $239.8B | 1279.70% | |
| 39 | MCOMoodys Corp | 845,355 | $229.9B | 1227.02% | |
| 40 | CSXCSX Corp | 7,511,043 | $218.3B | 1164.90% | |
| 41 | TEAMAtlassian Corp Plc | 1,151,169 | $215.7B | 1151.34% | |
| 42 | ADBEAdobe Inc | 542,745 | $198.7B | 1060.33% | |
| 43 | IDXXIdexx Labs Inc | 521,976 | $183.1B | 977.05% | |
| 44 | BXBlackstone Inc | 1,925,970 | $175.7B | 937.74% | |
| 45 | SLBSchlumberger Ltd | 4,775,533 | $170.8B | 911.41% | |
| 46 | IWFISHARES TR RSSLL 1000 GRWT | 195,081 | $47.6B | 254.14% | |
| 47 | COMPCompass Inc Cl A | 7,744,706 | $28.0B | 149.21% | |
| 48 | ACTCUSDProterra Inc | 5,526,856 | $25.6B | 136.86% | |
| 49 | CRMSALESFORCE COM INC COM | 107,066 | $17.7B | 94.30% | |
| 50 | ACVAAcv Auctions Inc Cl A | 2,365,461 | $15.5B | 82.56% | |
| 51 | RSKDRiskified Ltd Cl A | 3,442,221 | $15.3B | 81.56% | |
| 52 | —Rover Group Inc Cl A | 2,849,209 | $10.7B | 57.17% | |
| 53 | BFAMBright Horizon Family | 113,425 | $9.6B | 51.17% | |
| 54 | DWDMorgan Stanley | 114,553 | $8.7B | 46.50% | |
| 55 | AZNAstraZeneca PLC Sp ADR | 130,150 | $8.6B | 45.89% | |
| 56 | BALLBall Corp | 112,931 | $7.8B | 41.45% | |
| 57 | APTVAptiv Plc | 74,069 | $6.6B | 35.21% | |
| 58 | VUGVANGUARD INDEX TR GROWTH VIPER | 6,141 | $1.5B | 8.15% | |
| 59 | IVWISHARES TR S&P500/BARRA GW | 12,057 | $772.0M | 4.12% | |
| 60 | AAPLAPPLE COMPUTER INC | 2,386 | $417.0M | 2.23% |